Style
ETFTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 912,805 | $639.7M | 39.37% |
| 2 | Ishares TR(IVV) | 740,494 | $567.1M | 34.90% |
| 3 | Ishares TR(ACWI) | 1,700,703 | $270.0M | 16.61% |
| 4 | Vanguard Charlotte FDS(BNDX) | 1,071,530 | $50.2M | 3.09% |
| 5 | Ishares TR(AGG) | 348,201 | $32.9M | 2.03% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% |
| Ishares Inc(URTH) |
| 157,574 |
| $32.5M |
| 2.00% |
| 7 | Ishares TR(IEFA) | 168,377 | $16.3M | 1.00% |
| 8 | Vanguard Tax-Managed FDS(VEA) | 230,676 | $16.3M | 1.00% |
| 100% |
| 0% |
Quarter-over-quarter position changes